Virtual Financial Planner - Bilingual, French and English
November 1
🇨🇦 Canada – Remote
💵 $42.3k - $78.4k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
Description
• Provides financial and investment planning and advice • Determines client needs and provides solutions through managed products • Engages customers to grow BMO’s business • Identifies opportunities for referrals • Develops a relationship management plan for clients • Delivers timely, accurate, and efficient service • Introduces clients to investment strategies
Requirements
• IQPF certification completed • Strong verbal and written skills in French and English • 3-5 years of relevant experience • Post-secondary degree in related field or equivalent experience • CFP designation preferred or relevant financial planning credentials • Licensed to sell mutual funds excluding QC or IQPF in Quebec • Advanced working knowledge of financial industry • In-depth communication, collaboration, analytical, and problem-solving skills
Benefits
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans
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